Smart Calls with Smartkarma

In our next Webinar, Insight Provider Daniel Tabbush joins us to discuss his bullish thesis on Asia-Pacific banks, from South and Southeast Asia to China and Japan. For additional insights, Smartkarma subscribers can access Daniel's presentation here: https://skr.ma/rBaTSiyLnZRt7778A.

Daniel Tabbush has 25 years of experience analysing Asia-Pacific banks, including HSBC, Standard Chartered, and Japanese and Australian banks. At the same time, his research and consulting focuses on global banking issues, including the regulatory environment. He was the Head of Asian Bank research at the number one Asian brokerage CLSA for most of his career, overseeing coverage of 80 banks and 10 analysts in Asia-Pacific. Daniel started his own independent bank research and consultancy in 2012, under the banner name Tabbush Report. Follow his work here: https://skr.ma/eoEyt4EyjdCk5Mxj9

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

In this latest episode, we welcome back Insight Providers Pranav Bhavsar and Nitin Mangal who will discuss their deep-dive analysis on United Spirits (UNSP IN) and India's liquor market, and share their views about what's in store for the company in 2021.

Pranav Bhavsar is the Founder of ASA Capital Management, focusing on research on consumer themes and companies operating in India or global companies that have significant exposure to India or the Indian economy. Follow his work at: https://skr.ma/4QXnLWjxzTGGMBRZ7

Nitin Mangal is a SEBI registered Research Analyst with more than 10 years of experience in Indian equities. He is Pioneer of Corporate Governance and Accounting Research in Indian Market and has successfully developed a product for Institutional Investors named as "Analysis Beyond Consensus" during his association with Edelweiss Securities Ltd, Mumbai. Follow his work at: https://skr.ma/XBundkdDTFj4KAwe8

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

For this episode, we are joined by Insight Provider Phil Rush to discuss inflation in the Euro area, as weighting changes are set to keep causing surprises this year, according to Heteronomics' forecast.

Phil Rush is the Founder and Chief Economist of Heteronomics. Until launching in November 2016, he was Nomura's Senior European Economist and was the Chief UK Economist there since 2010. Before that, he was UK Economist at Barclays Wealth, where he also developed strategic asset allocation models for their market return portfolios. Philip started his career at Lehman Brothers covering the UK, Scandinavian, and Swiss economies. A book on his fundamental framework was published in January 2018 as "Real Market Economics". Follow his work at: https://skr.ma/wF3R3Dto4DHYHdqJA

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

In this episode, we are excited to host Insight Provider Hemindra Hazari, discussing recent disclosures of Indian banks, whether for good, as in the case of Yes Bank (YES IN), or ill, as in the case of Axis Bank Ltd (AXSB IN), as well as issues of governance at HDFC Bank (HDFCB IN) concerning the recent downgrade of the Chief Risk Officer. As someone who has covered this space for a long time, Hemindra Hazari stresses the problems of governance, feather-touch regulation, and lack of critical media coverage in the sector. 

Video version here: https://skr.ma/AYJF1v6hQGPR3R6DA

Hemindra Hazari is a SEBI-registered research analyst with over 25 years of experience in the Indian capital markets, specialising in banking and economy research. He has managerial experience in establishing profitable equities business, leading, and mentoring analysts. He has worked with prominent foreign and domestic capital market firms such as UBS, Societe Generale, HSBC, ASK Raymond James, and Karvy Stock Broking, and is a regular guest on business media channels and is respected for his non-consensus view on stocks and the market. Follow his work at: https://skr.ma/Khrz5Vzj37HdCgnK7

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

In this episode, we welcome Insight Providers Angus Mackintosh, Brian Freitas, and David Blennerhassett for a flash discussion to go over the recently announced acquisition of Jardine Strategic Holdings (JS SP) by Jardine Matheson Holdings (JM SP). Follow the continuing coverage by Smartkarma Insight Providers: https://skr.ma/8DX1XfpGJsLHqk3p9

Angus Mackintosh has over 25 years in equity research and sales looking at Asian markets. An ASEAN specialist, Angus was previously with BAML, BNP Paribas, Indosuez WI Carr, Dresdner Kleinwort Benson, Sun Hung Kai Securities and Cazenove & Co. Follow his work at: https://skr.ma/SbcopbtY69mJ4Z479

Brian Freitas is a highly experienced ex-delta one trader with over 17 years of experience. He was previously with Barclays, Macquarie, Credit Suisse and BNP Paribas. Follow his work at: https://skr.ma/zZridnafuCpZkmQj6

David Blennerhassett specialises in event-driven situations across Asia, including M&A risk arbitrage, directional long/short, stub trades and restructuring. He was previously with BGC Partners, Knight Securities, MainFirst Securities, KE Absolute and Cazenove, BNP & Cresvale. Follow his work at: https://skr.ma/UsdgkNxd3ySDn3Mq5

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

On this episode, Insight Provider Mio Kato discusses stalwart Japanese video game publishers Koei Tecmo Holdings (3635 JP) and Capcom Co Ltd (9697 JP) , both positioned for a strong 2021 with robust product line-ups and high demand from their audience. 

Mio Kato has over 15 years of experience looking at Japanese and Asian cyclically driven sectors such as Gaming, Factory Automation and Autos. He was previously with FrontPoint Partners LP, Arrowhawk Capital Partners, and Uzabase before founding LightStream Research. Follow his work at: https://www.smartkarma.com/profiles/mio-kato

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

For this episode, we welcome back Insight Provider Osbert Tang, CFA who will discuss his 2021 high-conviction idea as outlined in his Insight, 2021 High Conviction: Pair Trade - Long Air China (753 HK), Short China Southern (1055 HK). Is it still a viable trade? Tune in as we explore the opportunity and the rationale behind it. Read the Insight here: https://skr.ma/ZEPczrnpJ8TZsyQW8

Osbert Tang is an equity analyst with over 20 years of experience, focusing on China transport, infrastructure, industrials, and utilities. He has been based in Shanghai since 2003, accumulated more than 15 years of on-ground knowledge on the Chinese economy and financial markets, and has a wealth of contacts with China corporates and government entities. Follow his work: https://www.smartkarma.com/profiles/osbert-tang-cfa

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

Today, we are joined by Insight Provider Mark Chadwick, who walks us through the big picture of Japan small-caps, including growth drivers and key trends, for anyone looking to understand more about the increasingly more intriguing Japanese market. Mark also picks three stocks to watch - ones whose potential might have gone unnoticed.

Mark Chadwick has over 20 years of experience in equities and asset management in Asia and Japan. Most recently, he held positions in equity sales for Japanese and global investment banks in Tokyo and London. Mark has developed a database for evaluating the board structures of listed Japanese companies using publicly available data and a scorecard of 21 key metrics, grouped into three broad pillars - entrenchment, board independence, and shareholder alignment. The goal is to provide a framework to judge the state of governance in Japan and help investors understand each company's strengths and weaknesses. Follow his work at: https://www.smartkarma.com/profiles/mark-chadwick-b029e12b-877a-4796-9fc2-726aa7084ed5

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

"Strong economies rarely have strong financial markets," says Insight Provider Michael J. Howell. You won't want to miss this episode, where Michael discusses the state of Global Liquidity this year, expected to break new records as Central Banks persist with quantitative easing, and answers audience questions on the topic. See also Michael's Insight, Global Liquidity in 2021: A Warning: https://www.smartkarma.com/insights/global-liquidity-in-2021-a-warning/ 

Michael J. Howell is Managing Director at CrossBorder Capital, an investment advisory firm specialising in macro-investing. Founded in 1996 with an international client base, CrossBorder focuses on monitoring and understanding global liquidity and capital flows. Learn more: https://www.smartkarma.com/profiles/michael-j-howell

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.

In this episode, we welcome back Insight Provider Devi Subhakesan to discuss Beyond Meat (BYND US)'s latest stock moves and long-term outlook, as well as the overall market. While Beyond and other alternative protein companies rose to prominence with their plant-based meat solutions, the pandemic impacted their institutional sales as F&B outlets floundered. So what does the way forward look like?

Devi Subhakesan is an Equity Analyst with an Asia Consumer Sector Focus. She has been part of Buy-side and Sell-side Institutions, and has covered Oil, Gas & Coal, Media, Textiles, and Consumer Discretionary sectors across ASEAN, India, and North Asia. Learn more: https://www.smartkarma.com/profiles/devi-subhakesan

This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.